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Approvals

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Approvals

Approvals can be defined for all tasks and allow users or groups to be associated with
a task, for the purpose of either approving or rejecting that task. Approvals are defined by
navigating to System Policy > Approvals.

The following information defines an approval:

Table 1. Approval definition information

Field

Input value

Approver

A reference to the user who is responsible for approving the related
record.

Choices are:

Not Yet Requested (This state indicates that you are not yet asking your
approvers to approve this request. Until you set the status to
Requested they will receive no email notifications about
the request.)

Requested

Approved

Rejected

Approving

A document_id reference field to the record being approved, on any table.

Comments

A journal field for storing comments regarding the approval.

Approval Summarizer

A formatter that displays key fields relevant to the approval from the
referenced document. This summarizer will not display if there is no record
referenced.

The differences in the way that companies handle their approvals, as well as the differences between approvals for the various applications (such as Service Catalog Requests and Change Management), calls for supporting flexibility in setting up approvals within applications. This flexibility is provided through the selection of an ''approval engine'' that is used to manage the approvals for each of the Task tables (that is, all tables that extend the Task table).

The system can automatically generate an approval request to individuals or groups when specific criteria are met. The automatic generation of approval requests is driven using the System Policy feature.